Templates & frameworks

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  • Strategy & planning
  • Content marketing
  • Sales enablement
  • Customer communication
B2B user persona example

A comprehensive guide for crafting laser-focused B2B personas.

Content for each stage of the buyer’s journey

A comprehensive guide to craft content that resonates at every stage of the buyer's journey.

Steps to closing the deal checklist

A concise checklist for sealing the deal—no more missed opportunities!

Customer journey map

A visual tool to map out every touchpoint in your customer's journey, from awareness to loyalty.

B2B buyer persona example

An illustrative example of creating buyer personas.

Sales email templates

A flexible model to create compelling sales emails that convert.

Messaging framework

A robust framework to unify your brand's voice across all channels.

Upselling email templates

A tactical method to maximize revenue from existing customers.

Inactive user templates

An actionable plan to re-engage dormant users and prevent churn.

Churn rate prediction framework

A data-driven approach to predict customer churn and take preventive action.

Win/loss email invite templates

A concise checklist for crafting irresistible win/loss interview invites.

Lead nurturing track

A data-driven approach to build meaningful relationships with prospects.

Segment hypothesis worksheet

A data-driven approach to validate market segments.

Buyer funnel [stages + tactics]

An intuitive dashboard for navigating the buyer's journey.

B2B segment profile interview questions

A comprehensive guide for insightful customer interviews.

Market sizing

A data-driven approach to gauge your market's true potential.

ABM account tiers framework

An intuitive dashboard for segmenting and prioritizing your ABM accounts.

B2B Positioning template

A strategic tool to carve out your unique market space.

Pricing increase template

A tactical method to communicate price increases while retaining customer loyalty.

Content mapping template

A strategic tool to align your content with customer needs at every buying stage.

Value proposition research questions

A data-driven approach to nailing your value proposition.

Segment sentiment audit checklist

An intuitive dashboard for gauging customer sentiment.

Cross-selling email templates

A targeted strategy for maximizing revenue through cross-selling.

Content mapping example

An illustrative example to ensure persona personalization throughout the customer journey.

GTM template

A tactical method to define and execute your go-to-market strategy.

Value proposition evaluator

A dynamic solution for crafting compelling value propositions.

B2B Sales playbook template

A comprehensive guide to craft a winning B2B sales strategy.

CAB strategy one-pager

A focused roadmap for executing a killer Customer Advisory Board strategy.

Competitor SWOT analysis

A data-driven approach to dissect and dominate your competition.

New user templates

A focused roadmap for crafting the perfect welcome email and fostering strong relationships.

B2B churn rate cheat sheet template

An actionable plan to minimize churn and maximize customer loyalty.

Content quality checklist

A comprehensive guide for ensuring your content hits all the quality marks.

The TEAM framework

A dynamic solution for executing your ABM strategy in four simple steps.

Sales script template

A dynamic solution for sales teams to pitch like pros.

How to improve trial-to-subscription conversions

A step-by-step blueprint to skyrocket your trial-to-subscription conversions.

Daily standup template

A streamlined process for supercharging your daily standups.

ABM roles & responsibilities monthly checklist

A concise checklist for mastering your monthly ABM tasks.

Lead generation objectives tracking

An intuitive dashboard for real-time tracking of key lead generation metrics.

Case study outline

A step-by-step blueprint to craft compelling case studies that build social proof.

Follow-up emails for non-responsive prospects

An actionable plan to re-engage MIA prospects and close the deal.

B2B Value proposition template

A dynamic solution for capturing attention in those crucial first 30 seconds.

B2B user persona template

A customizable template to shape your ideal B2B customer profile.

Customer retention survey

A tactical method to reduce churn and elevate customer loyalty.

Voice of the customer strategy framework (VoC)

A robust framework to capture customer insights for targeted marketing strategies.

Tone of voice template

A comprehensive guide to craft a winning tone that resonates with your B2B audience.

Revenue goals worksheet

A streamlined process for setting and tracking revenue goals across multiple channels.

B2B buyer persona template

A customizable template to map out your ideal customer.

Checklist for growing MMR

A tactical method to skyrocket your Monthly Recurring Revenue.

B2B Value proposition template

A step-by-step blueprint to captivate your B2B audience.

Battlecard template

A dynamic solution for crafting a killer sales strategy.

B2B Sales one-pager [template]

A streamlined process to create a high-impact sales one-pager.

Account research template

A focused roadmap for in-depth customer account analysis.